UX Design Consultant & Coach

Intuit

Simplifying the complex: How do you simplify and reimagine Intuit's Paymaster reseller portal experience?

“It was very educational to see Jose in action facilitating 2 days of workshops. We went from rough idea to detailed low fidelity sketches in a very short time. All in collaboration with the client.”- Nicole Johnson, UX Designer

About Intuit Paymaster: Intuit the maker of Quickbooks manages calculating and tracking sales commissions with their Paymaster portal, a data rich resource for their account managers and resellers. To help improve this process Intuit launched a redesign effort for Paymaster following the global redesign of the Inuit UI design framework.

The Challenge:Intuit engaged a Los Angeles based agency to help them in this effort. I helped facilitate the process and provided the agency with the guidance and resources needed to tackle the challenge of making the experience simpler, visual and engaging. The goal was to do this in 2 weeks in preparation for the product development kick-off with the Intuit development team.

Solution:To accomplish this I helped facilitate 2 days of UX workshops in Los Angeles with the team. We worked to define the project vision, user profiles, prioritize goals and to sketch a more visual and intuitive user experience. I assembled a small team of UX designers to help execute on our approach.

Results:In a very short amount of time the Intuit executive team was able to put together a strategic approach and design a vision for their Paymaster portal redesign. It provided the agency peace of mind and a turn-key team to augment their existing team.